Company Description CareerBloc is a specialized talent and advisory platform focused on careers in investment banking, capital markets, and related financial services. The organization connects high-caliber professionals with roles that demand strong analytical capabilities, rigorous financial training, and institutional expertise. CareerBloc partners with leading financial institutions and investment firms to support strategic hiring and professional development.

The team emphasizes merit-based opportunities, continuous learning, and industry-relevant exposure for both emerging and experienced finance professionals.

Role Description The Manager – Institutional Sales & Fundraising (Investment Banking / Capital Markets | CFA Level III Mandatory) is a full-time, in office role based in Mumbai. This role is responsible for originating and managing relationships with institutional investors, including asset managers, pension funds, family offices, and other large-scale capital providers. Day-to-day activities include pitching investment opportunities, structuring fundraising mandates, preparing and delivering presentations, and coordinating due diligence processes with internal and external stakeholders.

The Manager will track market trends, analyze investment products, and work closely with investment banking and capital markets teams to support transaction execution and capital-raising strategies.



The role also involves maintaining high service standards, ensuring timely responses to investor queries, and supporting reporting and compliance requirements related to fundraising activities.

Qualifications

- CFA Level III qualification is mandatory, with strong knowledge of investment banking, capital markets, and institutional investment products.
- Proficiency in Institutional Sales and Sales, with proven ability to build, manage, and grow relationships with institutional investors.
- Strong Finance and Investments skills, including financial analysis, valuation, understanding of portfolio construction, and capital market instruments.
- Committed to high-quality Customer Service, with the ability to respond promptly and professionally to investor needs and inquiries.
- Bachelor’s or master’s degree in finance, economics, business, or a related field; prior experience in investment banking, capital markets, or institutional sales is highly desirable.
- Excellent communication, presentation, and negotiation skills, with the ability to explain complex financial concepts clearly.
- Advanced proficiency in Excel and PowerPoint; familiarity with financial databases and CRM tools is an advantage.
- Ability to work on-site in Mumbai, manage multiple mandates simultaneously, and collaborate effectively with cross-functional teams.

📌 Manager – Institutional Sales & Fundraising (Investment Banking / Capital Markets | CFA Level III Mandatory) (Mumbai)
🏢 CAREERBLOC ~
📍 Mumbai